Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Jump to bottom

Hermes is shunting deals back to "Signup" pipeline stage when they book a support call #311

Open
FionnFinegan opened this issue Feb 18, 2025 · 1 comment
Open

Hermes is shunting deals back to "Signup" pipeline stage when they book a support call #311

FionnFinegan opened this issue Feb 18, 2025 · 1 comment

Comments

@FionnFinegan
Copy link

Booking a support call is updating orgs and/or deals on PD in such a way that it's moving any existing deals within the sales pipeline back to the Signup stage, which then has to be manually adjusted.

@HenryTraill seems to understand the mechanism here.
@FionnFinegan
Copy link
Author

Also - Hermes is creating duplicate organisations when a company signs up to TC. It doesn't seem to be happening in every circumstance. Screenshots below of the company I noticed it with. Notice from URL that two PD screenshots are different orgs, only one org haqd a deal created. Both with same cligency ID.

Image

Image

Image

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Assignees
No one assigned
Labels
None yet
Projects
None yet
Milestone
No milestone
Development

No branches or pull requests
1 participant
@FionnFinegan